Mackenzie Financial
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Mackenzie Financial’s HealthStream HSTM Stock Holding History

Mackenzie Financial’s Portfolio HSTM Stock Details HSTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-7,171
Closed -$231K – 1759
2025
Q1 		$231K Hold
7,171
– – ﹤0.01% 1467
2024
Q4 		$228K Buy
+7,171
New +$221K ﹤0.01% 1509

Other funds holding HSTM

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Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Mackenzie Financial's HSTM Position: Q2 2025 in Review

Mackenzie Financial sold out of HealthStream (HSTM) in Q2 2025, closing a stake of 7,171 shares — an estimated $231K sold.

Mackenzie Financial first reported a position in HSTM in Q4 2024 and held it in 2 quarters. The position peaked at $231K in Q1 2025. 201 funds tracked by Wall St. Rank hold HSTM as of Q2 2025.

  • Mackenzie Financial reported no remaining HealthStream position as of Q2 2025 after selling out during the quarter.
  • Mackenzie Financial sold 7,171 HealthStream shares in Q2 2025, an estimated $231K.
  • Mackenzie Financial first reported a position in HealthStream in Q4 2024 and held it in 2 quarters.
  • Mackenzie Financial's HealthStream position peaked at $231K in Q1 2025.
  • 201 funds tracked by Wall St. Rank held HealthStream as of Q2 2025.

Based on Mackenzie Financial's 13F filing for Q2 2025, filed 13 Aug 2025.